Paraplanner Apprentice

SWMG•Fort Worth, TX

3d•$60,000 - $65,000•Onsite

About The Position

Strittmatter Wealth Management Group (SWMG) is seeking a driven and detail-oriented Financial Planning graduate to join our Paraplanner Apprenticeship Program. This multi-year career track is designed for individuals committed to becoming high-performing financial advisors. The program begins with hands-on paraplanning responsibilities and provides structured training, mentorship, and exposure to advanced planning strategies.

Requirements

Bachelor's degree in Financial Planning or related field required
Advanced proficiency in Microsoft 365 (Word, Excel, Outlook, Teams) and Adobe Acrobat
Exceptional attention to detail with the ability to work independently while contributing effectively within a collaborative team environment
Demonstrates professional written and verbal communication at a client-facing level and is highly-organized
Maintains a high standard of professionalism, reliability, and accountability
Strong client service orientation with a commitment to responsiveness and follow-through
Proven ability to manage multiple priorities simultaneously without sacrificing accuracy or quality
Consistently meets deadlines in a fast-paced, performance-driven environment
Process-oriented and results-driven mindset with a focus on continuous improvement
Minimum of three professional references are required for this role

Responsibilities

Prepare financial plans and recommendations for financial planning clients
Participate in the investment research process and be part of the Investment Committee Team
Prepare for client meetings and reviews, including the preparation of reports, proposals and financial illustrations.
Take thorough notes during new client meetings
Use financial planning software to enter client data, create scenarios and reports
Complete client assumptions, asset recommendations and plan recommendation documents
Maintain effective working relationships with clients by assisting with their requests and account actions to completion
Maintain client records, CRM database, and compliance files
Request quotes for insurance
Interface with team members, custodians, and insurance companies
Track weekly results and turn into manager
Create and update processes and procedures weekly
Other assignments, as needed